Institutes, Summits & Workshops

Challenge and enhance your organization’s leadership, governance and employee engagement with other leadership and governance thought-leaders at one of our institutes, summits or workshops.

We regularly host large and individualized institutes, summits and workshops.  Here for example is a link to the Nonprofit Leadership Summit that we hosted in May, 2016 at the Hanover Inn at Dartmouth College, Hanover, NH: 

Topics covered in past Summits/Institutes include:

  • Managing endowments and investments in turbulent times – A view of global capital markets
  • New federal and state health care laws and alignment between healthy retirement plans and mission-based outcomes
  • Boards, board chairs and the CEO-Leadership best practices
  • Change and Growth – How to create organizational strength and success in the face of today’s challenges
  • Fundraising in the 21st Century – Positioning your organization for success
  • Leveraging Attention – How to create and promote your story
  • Mission Based Investing
  • Implementing and Sourcing – Responsible Investing
  • Disrupting Governance and Leadership with Innovative Powers and Entrepreneurial Behaviors
  • The Power of Business – Nonprofit Partnerships – Why Giving Back is Good Business

Topics covered in recent Workshops include:

  • How Governance Supports Mission & Board Duties in developing Mission-Purpose-Vision-Brand Statements

  • Transitioning Your Board from a Fiduciary mode of Governance ( key question — “How are we doing?“) to a Strategic mode of Governance (key questions — “What are we doing?” “Where are we going?” ) and ultimately to a Generative mode of Governance  (key questions — “Why are we doing this?” “What are the possibilities?”)

  • Building A Better Board for Growth and Opportunity

  • Board Self-Assessment To Enhance Director Engagement and Contributions to the Board

  • Why Governance Matters Throughout Your Organization

  • Making A Difference in Your Organization, Community and Life

Our next scheduled event is an invitation only workshop in the fall of 2017 sponsored by the Morgan Stanley Legacy Group.  Please stay tuned for further details.